Sigma Planning Corp’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Sigma Planning Corp’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57M	Sell	56,160 -2,375	-4%	-$68.9K	0.04%	426
2026 Q2	$1.72M	Buy	58,535 +10,287	+21%	+$284K	0.04%	407
2026 Q1	$1.23M	Buy	48,248 +33,249	+222%	+$889K	0.03%	490
2025 Q4	$393K	Buy	14,999 +2,319	+18%	+$60K	0.01%	898
2025 Q3	$328K	Sell	12,680 -20,824	-62%	-$525K	0.01%	1000
2025 Q2	$828K	Sell	33,504 -34,405	-51%	-$809K	0.02%	564
2025 Q1	$1.61M	Sell	67,909 -19,712	-22%	-$487K	0.05%	344
2024 Q4	$2.12M	Sell	87,621 -3,777	-4%	-$95K	0.07%	268
2024 Q3	$2.25M	Buy	91,398 +1,150	+1%	+$27.6K	0.07%	265
2024 Q2	$2.11M	Buy	90,248 +4,945	+6%	+$117K	0.07%	279
2024 Q1	$2.09M	Buy	85,303 +53,191	+166%	+$1.23M	0.07%	305
2023 Q4	$741K	Buy	+32,112	New	+$687K	0.06%	334
2023 Q2	–	Sell	-23,013	Closed	-$494K	–	1330
2023 Q1	$494K	Buy	23,013 +2,040	+10%	+$45K	0.02%	797
2022 Q4	$447K	Buy	+20,973	New	+$453K	0.02%	804

Other funds holding RDVI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Sigma Planning Corp's RDVI Position: Q3 2026 in Review

Sigma Planning Corp reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.1% in Q3 2026, selling an estimated $68.9K and leaving 56,160 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #426.

Sigma Planning Corp first reported a position in RDVI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2024. 213 funds tracked by Wall St. Rank hold RDVI as of Q3 2026.

Sigma Planning Corp held 56,160 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.57M as of Q3 2026.
Sigma Planning Corp sold 2,375 FT Vest Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $68.9K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #426 holding.
Sigma Planning Corp first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q4 2022 and has held it in 14 quarters since.
Sigma Planning Corp's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $2.25M in Q3 2024.
213 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.